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711 High Street, Des Moines, IA 50392 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-05-24 |
Branch Locations
7700 Equitable Dr Ste 204, Eden Prairie, MN 55344 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Securities Inc | Eden Prairie | MN | 01/2022 | Present |
| Boys & Tyler Financial Group | Eden Prairie | MN | 02/2016 | 01/2022 |
| Unemployed | Deephaven | MN | 12/2009 | 12/2021 |
| Boys & Tyler Financial Group | Eden Prairie | MN | 01/2022 | Present |
INSURANCE POSITION: Benefits Advisor NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2016 ADDRESS: 7700 Equitable Drive, Suite 204, Eden Prairie MN 55344, United States DESCRIPTION: Medical, dental, vision insurance. Disability, long term care, fixed annuities, life insurance. Employee benefits - group medical, dental, vision, life, disability, worksite benefits (including accident, cancer, hospital indemnity, critical illness), telemedicine. B&T SALARY POSITION: Benefits Advisor NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2016 ADDRESS: 7700 Equitable Dr., Suite 204, Eden Prairie MN 55344, United States DESCRIPTION: I am paid an hourly amount to assist Boys & Tyler with office related support. BOYS & TYLER FINANCIAL GROUP POSITION: Vice President NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2022 ADDRESS: 7700 Equitable Drive, Suite 204, Eden Prairie MN 55344, United States DESCRIPTION: 50% co-owner of firm that sells group medical insurance and non-medical fixed insurance, manage employees
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-18 |
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